A financial plan is about more than just money. It’s about freely living your life without worrying about your finances. It’s confidence and excitement about your future.
It’s leaving a legacy for the next generation.
At MaKe Financial Decisions we help you get control of your money so you can live life on your terms.
It’s time to pay down debt, protect your wealth and grow your assets.
You want to buy your dream home, expand your family and grow your wealth.
You want to be confident that you will have enough money to enjoy your life when you stop working.
You would like to leave a legacy for your kids and ensure you don’t run out of money anytime soon.
We develop tailored step-by-step financial strategies and help you make informed decisions about your money.
Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money. You also can benefit from compounding returns.
Superannuation is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement.
Investing is a critical component to financial freedom and we partner with you to deliver favourable growth options across shares and managed funds, tax effectively.
Insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right insurance solution for you and your family.
Cashflow Management helps you understand how to budget your money so you can live your ideal lifestyle within your means.
Effective debt management is not just about the interest you pay, but also the type of assets you’re investing in and prioritising your debts.
We’d all like to leave a legacy and provide for those closest and dearest to us once we’re gone. Estate Planning ensures your assets are distributed to the right people at the right time.
Identifying and maximising social security entitlements to improve your financial position. We also help you to liaise with Centrelink.
It’s not easy making the decision to place a loved one into care. Once you’ve made the call, it can be confusing to understand how it all works.
The team at MaKe Financial Decisions are passionate about tailoring financial advice to suit your goals and needs, with the aim to improve your financial position. Our Certified Financial Planners put themselves in your shoes to help you make decisions in your “best interests”.
Based in Brisbane’s South Bank precinct we offer clients face to face or online meetings servicing predominantly around Brisbane, but also reach out to the Sunshine Coast, Central Queensland, New South Wales, Victoria, South Australia and Tasmania regions.
Our comprehensive financial advice focuses on Goal Setting, Cashflow Management, Debt Management, Investment, Superannuation, Wealth Accumulation, Retirement, Insurance, Tax Strategies, Estate Planning, Social Security and Aged Care Planning.
We choose to work with your preferred Accountants, Solicitors and Mortgage Brokers to achieve the best outcome for your situation.
In this free ebook we share 5 important steps to help you be the boss of your money.
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Level 1, South Bank House
Stanley St Plaza
South Brisbane QLD 4101
PO Box 8333
Woolloongabba QLD 4102
Mon - Fri: 9am - 5pm
Sat - Sun: Closed
MaKe Financial Decisions is a Corporate Authorised Representative of Meliora Management Pty Ltd ABN 80 646 623 136 an Australian Financial Services Licensee.
Registered office at Level 1 South Bank House Stanley St Plaza SOUTH BRISBANE Q 4101.
Any advice in this site is of a general nature only and has not been tailored to your personal circumstances. Please seek personal advice prior to acting on this information.
The information on this website reflects our understanding of existing legislation, proposed legislation, rulings etc as at the date of issue. In some cases the information has been provided to us by third parties. While it is believed the information is accurate and reliable, this is not guaranteed in any way.
Opinions constitute our judgement at the time of issue and are subject to change. Neither, the Licensee nor their employees or directors give any warranty of accuracy, nor accept any responsibility for errors or omissions in this document.
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